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Tape.

Price-action news for the names we cover, surfaced from the noise. Not what CNBC leads with; not what's buried at the bottom of the Bloomberg wire. The thread that moves our universe.

Methodology

  1. US Jun 2, 01:15 PM

    Into US open: S&P futures +0.27%, DAX +0.58% — KOSPI -2.0% drags Asia

    KOSPI -2.0% drags Asia. SPY +0.27% · VIX 16.1.

    RUBINHALOEURO-AIAW25USEUDEWRAP
  2. US Jun 2, 01:00 PM

    Tuesday setup · 0 macro · 1 universe earnings

    1 universe earnings reporting today. No major macro.

    PANWNASDAQUSPREVIEW
  3. US Jun 2, 12:31 PM

    🇺🇸 ISM Mfg PMI 54 pts ▲

    ISM Mfg PMI 54 pts (vs prior, down).

    USMACROPMI
  4. US Jun 2, 05:46 AM

    Amkor Technology ▲ +4.59%

    Amkor Technology closed 72.75 (+4.59% vs 69.56). packaging watchpoint.

    AMKRPATTERN-03USWATCHPOINTPRICEPACKAGING
  5. US Jun 2, 05:46 AM

    Cadence Design Systems ▲ +10.46%

    Cadence Design Systems closed 414.16 (+10.46% vs 374.93). eda watchpoint.

    CDNSPATTERN-03USWATCHPOINTPRICEEDA
  6. US Jun 2, 05:46 AM

    Micron ▲ +6.64%

    Micron closed 1035.50 (+6.64% vs 971.00). memory-hbm watchpoint.

    MUPATTERN-03USWATCHPOINTPRICEMEMORY-HBM
  7. US Jun 2, 05:46 AM

    Fabrinet ▼ -4.86%

    Fabrinet closed 622.36 (-4.86% vs 654.16). optical-photonics watchpoint.

    FNPATTERN-03USWATCHPOINTPRICEOPTICAL
  8. US Jun 2, 05:46 AM

    Lumentum ▲ +5.85%

    Lumentum closed 905.00 (+5.85% vs 854.96). optical-photonics watchpoint.

    LITEPATTERN-03USWATCHPOINTPRICEOPTICAL
  9. US Jun 2, 05:46 AM

    USL (12-Month Crude Strip) ▲ +2.52%

    USL (12-Month Crude Strip) closed 52.86 (+2.52% vs 51.56). commodity watchpoint.

    USLUSWATCHPOINTPRICECRUDE-CURVE
  10. AS Jun 2, 05:46 AM

    🇰🇷 Korea Exports 53.2 ▲

    Korea Exports: 53.2 vs prior 48 (up vs prior).

    HALOKRWATCHPOINTKR-EXPORTS
  11. AS Jun 2, 05:46 AM

    🇰🇷 Korea Trade Balance 26.95 ▲

    Korea Trade Balance: 26.95 vs prior 23.76 (up vs prior).

    HALOKRWATCHPOINTKR-TRADE
  12. AS Jun 2, 05:46 AM

    🇨🇳 CN NBS Mfg PMI 50 pts =

    CN NBS Mfg PMI 50 pts (vs prior, down).

    CNMACROPMI
  13. AS Jun 2, 05:30 AM

    Asia close: Nikkei -1.17%, KOSPI -2.03% — KOSPI -2.0% drags Asia

    KOSPI -2.0% drags Asia. Nikkei -1.17% · HSI +1.46%.

    RUBINHALOEURO-AIAW25JPHKKRTWWRAP
  14. AH Jun 1, 11:40 PM

    Money Temperature · Mixed / transitional — 2 heating / 2 cooling

    Regime read: Mixed / transitional (low). Largest swing: Duration Rotation -19.00 (cooling).
  15. AH Jun 1, 11:00 PM

    ADSK PEAD continuation: T+3 ↓SHORT confirmed at T+5 (CAR -7.11%)

    T+3 said ↓SHORT at -3.96% CAR; T+5 extends to -7.11%. Drift survived the classical post-earnings window.

    ADSKNASDAQPEADPEAD-CONFIRMATIONCONTINUATION
  16. AH Jun 1, 11:00 PM

    MRVL PEAD continuation: T+3 ↑LONG confirmed at T+5 (CAR +7.69%)

    T+3 said ↑LONG at +5.13% CAR; T+5 extends to +7.69%. Drift survived the classical post-earnings window.

    MRVLRUBINNASDAQPEADPEAD-CONFIRMATIONCONTINUATION
  17. AH Jun 1, 10:00 PM

    Cross-asset day: VIX 16.1, DXY 99.18, 10Y 4.45% — mixed regime

    VIX at 16.1 — mixed.

    CROSS-ASSETCROSS-ASSETRATESFXCOMMODITIESCRYPTO
  18. AH Jun 1, 09:24 PM

    AW25 · Relative strength — SHOP 2.01 / FSLY -0.57

    June 1, 2026: SHOP tops the AW25 relative-strength ranking at 2.01, FSLY sits at -0.57 (measured over the last 32 selloff sessions).
  19. AH Jun 1, 09:24 PM

    AW25 · Temperature leaders — NET 82 / PTC 28

    June 1, 2026: NET tops the AW25 temperature ranking at 82, PTC sits at 28. Composite of position, momentum, volume, volatility, fragility.
  20. AH Jun 1, 09:18 PM

    Euro-AI 50 · 1-month leaders — ARM +75.16% / HEXA-B.ST -13.72%

    Through June 1, 2026: ARM Holdings leads Euro-AI 50 over the last 21 sessions at +75.16%, Hexagon AB trails at -13.72%. 58/65 constituents covered.